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Wells Fargo

2,012 hedge funds and large institutions have $166B invested in Wells Fargo in 2019 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 740 increasing their positions, 889 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,012
Holders Change
+10
Holders Change %
+0.5%
% of All Funds
43.62%
Holding in Top 10
119
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-16.2%
% of All Funds
2.58%
New
139
Increased
740
Reduced
889
Closed
104
Calls
$1.87B
Puts
$2.12B
Net Calls
-$252M
Net Calls Change
+$297M
Name Holding Trade Value Shares
Change
Shares
Change %
NDSI
1226
Newman Dignan & Sheerar Inc
Rhode Island
$860K -$46.4K -960 -5%
MC
1227
Middleton & Co
Massachusetts
$857K -$14.5K -300 -2%
AIA
1228
Arbor Investment Advisors
North Carolina
$856K
BC
1229
Burney Company
Virginia
$856K +$34.4K +712 +4%
EM
1230
Excalibur Management
Massachusetts
$854K -$8.94K -185 -1%
FMLI
1231
Fukoku Mutual Life Insurance
Japan
$850K -$164K -3,400 -16%
RIA
1232
Realta Investment Advisors
Delaware
$849K +$849K +17,504 New
PCM
1233
Pointe Capital Management
Michigan
$848K -$6.38K -132 -0.7%
TIM
1234
Thornburg Investment Management
New Mexico
$846K -$574K -11,875 -40%
QCIG
1235
Quad-Cities Investment Group
Iowa
$846K -$1.06K -22 -0.1%
HA
1236
Harbor Advisors
Florida
$846K
EWA
1237
ERTS Wealth Advisors
Michigan
$844K -$41K -848 -5%
PAM
1238
Premier Asset Management
Illinois
$843K -$14.5K -300 -2%
SFSG
1239
Stearns Financial Services Group
North Carolina
$842K -$347K -7,182 -29%
BWM
1240
Buckley Wealth Management
Nevada
$842K -$40.5K -837 -5%
TA
1241
Tiedemann Advisors
New York
$842K +$144K +2,977 +21%
SFA
1242
Sequoia Financial Advisors
Ohio
$841K +$255K +5,288 +44%
NSIM
1243
North Star Investment Management
Illinois
$837K -$18.3K -379 -2%
AIIMS
1244
Analyst IMS Investment Management Services
Israel
$836K -$2.85K -59 -0.3%
AWM
1245
Altavista Wealth Management
North Carolina
$834K -$98.5K -2,039 -11%
FCCM
1246
First City Capital Management
Georgia
$834K +$97 +2 +0%
AWM
1247
Aevitas Wealth Management
Massachusetts
$832K +$2.66K +55 +0.3%
WPC
1248
White Pine Capital
Minnesota
$828K +$2.42K +50 +0.3%
GWS
1249
Glassman Wealth Services
Virginia
$827K +$64.1K +1,326 +8%
PWP
1250
Personal Wealth Partners
Minnesota
$823K -$12.1K -250 -1%